What are the responsibilities and job description for the EA or CPA position at The Wealth Training Academy?
We're Hiring: CPAs and/or EAs (In-Office | Greenville, SC) FULL TIME
Are you a strategic-minded CPA or Enrolled Agent who’s tired of remote chaos and shallow client work?
We’re The Wealth Training Academy—a Personal CFO and Wealth Coaching™ firm integrating Taxes, Investments, Insurance, and Estate Planning (TIIE it all together™). Our clients are high-income families, business owners, and pre-retirees who need more than a tax preparer—they need a defensive strategist.
We’re looking for someone who:
✅ Has 4–15 years of bookkeeping, tax prep & strategy experience (1040, 1120, 1065, etc.)
✅ Is CPA or EA certified
✅ Speaks fluent Microsoft Excel, Word, and Outlook
✅ Can translate tax code into human language
✅ Embraces technology and team collaboration
✅ Is ready to work in-office (Greenville, SC) because real conversations still matter
🚫 This is not for someone who only wants remote work, can’t communicate beyond texts, or doesn’t value in-person teamwork.
📌 You’ll work directly with our in-house team of investment, insurance, legal, and planning pros. You’ll help protect clients from tax disasters, uncover hidden inefficiencies, and build smart, personalized tax strategies that actually make a difference.
Salary bonus growth path included.
This isn’t just a job. It’s a seat on a high-performance team that shields and grows real wealth.
🧠 If you’re smart, tech-ready, and people-savvy, apply here:
📩 Send or DM me with your resume and a short note about what makes you great at this work.
Let’s build something better—together.